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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

165 hedge funds and large institutions have $641M invested in First Trust Small Cap Core AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+13
Holders Change %
+8.55%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
62
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$60.1M
2
Morgan Stanley
Morgan Stanley
New York
$81.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
5
IAA
Independent Advisor Alliance
North Carolina
$3.67M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Bank of America
Bank of America
North Carolina
$43.2M
3
Stifel Financial
Stifel Financial
Missouri
$4.71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$38.3M
5
MLRA
Main Line Retirement Advisors
Montana
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.2M +$6.98M +69,074 +9%
Wells Fargo
2
Wells Fargo
California
$64.8M +$2.12M +20,941 +3%
LPL Financial
3
LPL Financial
California
$60.1M +$7.32M +72,392 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$44.9M +$44.9M +443,860 New
Bank of America
5
Bank of America
North Carolina
$43.2M -$2.56M -25,292 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$38.3M -$688K -6,806 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$27.8M +$869K +8,600 +3%
HAFS
8
Hapanowicz & Associates Financial Services
Pennsylvania
$25.1M +$81.9K +810 +0.3%
UBS Group
9
UBS Group
Switzerland
$20.8M +$349K +3,456 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$13.1M +$4.34M +42,948 +50%
WAAG
11
Wealth Alliance Advisory Group
Kansas
$12.6M -$57.5K -569 -0.5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.9M +$2.04M +20,203 +21%
MLRA
13
Main Line Retirement Advisors
Montana
$11.4M -$520K -5,148 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.88M +$106K +1,053 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.89M +$817K +8,080 +10%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$8.3M +$235K +2,324 +3%
CPIG
17
Chicago Partners Investment Group
Illinois
$6.99M +$7.04K +70 +0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.58M +$355K +3,507 +6%
KAS
19
Kestra Advisory Services
Texas
$6.56M +$258K +2,553 +4%
GCA
20
Genesee Capital Advisors
New York
$6.22M +$116K +1,146 +2%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$5.92M +$35.2K +348 +0.6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$5.43M +$4.98M +49,300 +1,108%
Stifel Financial
23
Stifel Financial
Missouri
$4.71M -$957K -9,472 -17%
IA
24
IFG Advisory
Georgia
$4.59M +$2.63K +26 +0.1%
DADC
25
D.A. Davidson & Co
Montana
$4.49M -$1.01K -10 -0%
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